Can you imagine - the mind boggles - at what the SP will look like in a few years time if the research currently underway is successful? The really exciting thing with SAR is that they have so many products, so if you factor in the law of average, then just one or two of the programmes working out means this share price could really make significant gains. Anyone who has not had a look at the SAR website should check out the "Drug Discovery" icon to view just how many products they are working on. It is quite amazing. Whilst it may take time to achieve potential if you are a long term investor this is a very interesting proposition. Probably not for the short termers out there but for those who have a 5 year plan / vision this is certainly right up there. The risk is high but the rewards are also high if SAR delivers. Good Luck all Sar holders.
SAR need to have a buyer for a product soon, but at the same time not to let it go for peanuts. The only downside I see for Sareum is they do not have any cash income. Options either raise funds through dilution or sell a product. Regards
It will take significant news for this to have a really big rise. But this news makes significant news more likely IMO.
Tim can't sell CHK1 (that is being handled by CPF) and doesn't want to sell Aurora FLT3 yet (too much potential to deal before phase 1 trials) but he needs to licence something to fund the other two.
Any deal for TYK2 will be worth considerably more on the back of this news.
My respect for him as a businessman has gone up over the last 2 months. Firstly, he arranged to go to the BIO partnering conference (possibly the largest of its type in the world) at the same time that SRI were presenting TYK2 at FOCIS / todays RNS. Surely not a coincidence?
And secondly, with the placing and swap arrangement with YAGM, he has linked SARs cashflow over the next 12 months directly to the share price. We are currently at break even on this but with news of phase 1 clinical trials due soon, I can only see this being a very shrewd move.
And on the science front, most things are working out better than expected. CHK1 with the myc link plus the measles work being done by the Mayo Clinic and TYK2 with JAK1.
It's all coming together nicely IMO. And there should be some scientific journals published on TYK2 soon which will give an indication on just how effective this is.
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